PO Linking

You can link the PO to an assignment during creation of the PO tracking number or upon creation of the assignment. You can update this relationship from either location.

When linking the PO tracking number to a contract, your list of available contracts is limited to those with the same currency and customer ID as the PO tracking number.

When linking an assignment to an existing PO tracking number, your list of available PO tracking numbers is limited to those that have the same currency and customer ID as the assignment. If you choose a PO which is exhausted or expired, the system displays a warning message.

An open PO can be either:

• A PO tracking number with at least one customer extension that has not yet been exhausted or expired.

• A PO tracking number with an exhausted or expired customer extension but with an internal extension that has not been exhausted or expired.

PO Linking Rules

You can link:

• A PO tracking number to multiple contract lines (assignments).

• An assignment (contract line) to one PO tracking number (and its related extensions) only.

PO Linking Locations

You can associate a PO tracking number with an order:

• On the Assignment page.

• During the creation of the PO tracking number on the Create Purchase Orders - Contract Lines page.

PO Tracking Numbers: Unlinking and Relinking

You can:

• Change the linked PO tracking number on an assignment detail at any time.

  If you change an order's PO tracking number, this change is reflected in the Create Purchase Orders - Contract Lines page.

• Unlink and relink orders to PO tracking numbers on the Create Purchase Orders page or the Assignments page.

Linking Terminology

Here is the relationship between terms:

• A PeopleSoft Pay/Bill Management order creates one PeopleSoft Contracts contract and one PeopleSoft Project Costing project.

• A PeopleSoft Pay/Bill Management assignment creates one PeopleSoft Contracts contract line and one PeopleSoft Project Costing activity.